+102.2%
USO vs A
+24.4%
+77.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.0% | -9.0% | -7.7% |
| 7D | -12.7% | -2.4% | -10.3% | -13.4% |
| 30D | +1.0% | +3.6% | -2.6% | +2.3% |
| 3M | +25.6% | +27.5% | -1.9% | +36.9% |
| 6M | -1.5% | +58.5% | -60.0% | +18.8% |
| YTD | +110.3% | +31.2% | +79.1% | +144.1% |
| 1Y | +102.2% | +22.2% | +80.0% | +132.3% |
| All | +102.2% | +24.4% | +77.8% | +132.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded A wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling